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Cdw shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Cdw (CDW) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Cdw

Tip: Access up to 7 years of quarterly data

All positions including Cdw held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cdw by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 1.0k 255.78
2023-12-31 $232k 1.0k 227.32

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding Cdw

Vanguard Group
BlackRock
FMR
Morgan Stanley
Select Equity
Alliancebernstein
Wellington Management Company
Geode Capital Management
Mawer Investment Management
Amundi
Neuberger Berman Group
Jpmorgan Chase & Co
Mitsubishi UFJ Asset Management
Cantillon Capital Mgnt
Northern Trust

View all funds holding Cdw